New Broker Rpt

New broker report up.. they are assuming a US$88m raise but do make the point of the availability of streaming finance deals. Only $20m attributed to exploration plays which feels very light on to me - and highlights the need to drill out the likes of T3 UG and A4 to derisk these opportunities.

They also think Sandfire likely to come back.

Worth noting it is a paid report - they clearly note it is a marketing communication not independent research.

https://www.modresources.com.au/sit...lcrete) lid on the Kalahari Copper Belt_0.pdf